Cabot-Wellington
Latest statistics and disclosures from Cabot-Wellington's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, IEMG, VB, VT, and represent 100.00% of Cabot-Wellington's stock portfolio.
- Reduced shares in these 4 stocks: VTI, IEFA, VB, IEMG.
- Cabot-Wellington was a net seller of stock by $-2.5M.
- Cabot-Wellington has $309M in assets under management (AUM), dropping by 6.48%.
- Central Index Key (CIK): 0001353198
Tip: Access up to 7 years of quarterly data
Positions held by Cabot-Wellington consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Cabot-Wellington
Cabot-Wellington holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 71.5 | $221M | 674k | 328.17 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 21.2 | $66M | 750k | 87.31 |
|
|
| Ishares Core Msci Emkt (IEMG) | 6.6 | $20M | 308k | 65.92 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.0M | -7% | 8.0k | 254.28 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $256k | 1.9k | 137.80 |
|
Past Filings by Cabot-Wellington
SEC 13F filings are viewable for Cabot-Wellington going back to 2010
- Cabot-Wellington 2025 Q3 filed Oct. 29, 2025
- Cabot-Wellington 2025 Q2 filed July 30, 2025
- Cabot-Wellington 2025 Q1 filed April 14, 2025
- Cabot-Wellington 2024 Q4 filed Jan. 28, 2025
- Cabot-Wellington 2024 Q3 filed Oct. 25, 2024
- Cabot-Wellington 2024 Q2 filed July 25, 2024
- Cabot-Wellington 2024 Q1 filed May 23, 2024
- Cabot-Wellington 2023 Q4 filed Feb. 8, 2024
- Cabot-Wellington 2023 Q3 filed Nov. 7, 2023
- Cabot-Wellington 2023 Q2 filed July 26, 2023
- Cabot-Wellington 2023 Q1 filed May 15, 2023
- Cabot-Wellington 2021 Q4 filed March 21, 2023
- Cabot-Wellington 2022 Q1 filed March 21, 2023
- Cabot-Wellington 2022 Q2 filed March 21, 2023
- Cabot-Wellington 2022 Q3 filed March 21, 2023
- Cabot-Wellington 2022 Q4 filed March 21, 2023